Everything you need, to run a UI Flow (Power Automate)

Hello Readers

In this post I will take you through the setup required to run a UI Flow (Robotic Process Automation) RPA. Now you might not need it if you running your flow manually and it is not triggered by a button, event etc.

Step 1: Log on to flow.microsoft.com

Screen Shot 2019-12-08 at 12.11.41 pm.png

Step 2: Go to My Flows>>UI Flows (tab)

Screen Shot 2019-12-08 at 12.12.20 pm.png

Step 3: Get a CDS subscription

If you don’t have a CDS subscription yet, you need to get it to be able to create UI flows.

Step 4: Once you’ve got the CDS subscription, you will be able to create a UI flow by clicking on ‘+New’ at the top or ‘Create a UI Flow’ at the bottom of your screen.

Screen Shot 2019-12-08 at 12.16.33 pm.png

Step 5: Select an app to create your UI Flow. There are two types of app present, you can select based on what you want to automate.

Desktop App: Example- if I want to automate customer creation in MYOB AccountRight (Accounting Application)

Web App: Example- if I want to automate account creation in Dynamics 365 Customer Engagement

Select your UI app and click ‘Next’

Screen Shot 2019-12-08 at 12.23.41 pm

Step 6: Download the UI Flows Installer and run it

6a. UI flow installer here https://go.microsoft.com/fwlink/?linkid=2102613

6b. Activate UI flow browser extension

6c. Install Selenium IDE https://go.microsoft.com/fwlink/?linkid=2107665

That’s all you need to get started.

Note: The above steps are complete if you are running UI flow manually every time

Run a UI flow from a button, business process flow or an event

To do this, you will have to follow additional set up steps:

Note: This would differ based on which app you’ve selected desktop or web but you would not need any other steps than the one mentioned below. For web app, you will be asked to select a browser from Edge chromium or google chrome.

Step 7: Create another Flow from which you want to trigger UI flow (or include Ui flow as a step in there)

Step 8: Connection

When you add the UI flow step, you will be asked about connection with following attributes:

Connection name: Name it anything logical

Username: “domain/name” this is the username of your machine/laptop. Just in case you’re using a personal laptop and don’t know about your domain name or username, you can check it by going windows start button and type cmd. Next type %username%

Screen Shot 2019-12-08 at 12.52.55 pm.png

Password: This is your machine’s/laptops password

Gateway: Click on new gateway if you’ve not created one yet and move to Step 9.

Screen Shot 2019-12-08 at 12.59.48 pm.png

Step 9: Install On-premise data gateway https://docs.microsoft.com/en-gb/data-integration/gateway/service-gateway-update?WT.mc_id=BA-MVP-5003605

Email, username and password while setting this up would be the same which you used to login to flow.microsoft.com (in most cases). This will establish your connection with azure

Make sure that assign permissions  to ‘NT Service\PBIEgwService’  for this folder/path C:\Windows\ServiceProfiles\PBIEgwService\Documents\Power BI Desktop\Custom Connectors

Screen Shot 2019-12-08 at 12.45.04 pm

As of today, that’s all you need to run a UI flow. This feature is still in preview so please expect enhancements and changes.

If you want to see how to make a UI Flow, please stay tuned as I will release a video soon.

Hope it helps!

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Thanks!

Let’s keep sharing!

12 thoughts on “Everything you need, to run a UI Flow (Power Automate)”

  1. Hi,
    I followed the steps above exactly but always receive the error message:
    “code”: “InvalidConnectionCredentials”, “message”: “Could not connect to the Power Automate UI flows Agent. Please make sure that the UI flows connection credentials are valid.”
    Yet, there are two things that I would like to clarify:
    1. I don’t have the folder (C:\Windows\ServiceProfiles\PBIEgwService\Documents\Power BI Desktop\Custom Connectors) created when I install the gateway. My path ends at the ‘Documents’ section and the documents folder does not include anything else. Did I miss something here?
    2. My default flow environment does not have CDS linked. I have it linked to a different environment. Can this be an issue?
    Best regards,
    Ludwig

    Like

  2. “1. I don’t have the folder (C:\Windows\ServiceProfiles\PBIEgwService\Documents\Power BI Desktop\Custom Connectors) created when I install the gateway. My path ends at the ‘Documents’ section and the documents folder does not include anything else. Did I miss something here?”

    I have this same issue and also still get the error that “Could not connect to the Power Automate UI flows Agent. Please make sure that the \”Power Automate UI flows Agent\” is running.

    I know my password is correct, and everything is running. I gave permission to the PBIEgwService folder

    Like

  3. Hi guys,

    Im trying to run UI flow as im getting this Error below
    “{

    “error”: {
    “code”: “WindowsIdentityIncorrect”,
    “message”: “The credentials provided with the request are invalid.”
    }
    }

    1. What’s the error ?
    2. I researched on internet, is the use of Virtual machine really required? Cannot run the flow on local machine only?

    Like

  4. I am getting the error

    Server error code: 801c0003
    SERVER message: Administrator policy does not allow this user

    Like

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